Project Plans

The Project Plans module automates the generation and scheduling of a group of associated work orders defined for a common project. It also allows you to define dependencies between the work orders if required. This module allows your organization to define a project template for recurring projects and regenerate the project plan whenever you need to create a new project.

After you generate a project plan, all work orders defined by the project plan procedures are created and marked with appropriate dependencies. In addition, a Project is created to manage and schedule this group of work orders.

As an example, cities often have a set of procedures that they follow each time a street is paved, such as, Survey area, Dig Street, Inspect Pipes, CCTV, Pave Street, and Inspect Pavement. Using the Project Plan module, the city could create a plan that includes each of these procedures, which would have predefined estimated labor and parts.

Using the dependency feature, the city could specify that the work order to Inspect Pipes shouldn't be issued until the work order to Dig Street is complete. When the project plan is generated, individual work orders would be created. These work orders could then be scheduled on the Project Calendar. Each time a new street needed to be paved, the city could generate the project plan to create all necessary work orders in one step.

Projects can be manually generated from the project plan as needed, or they can be scheduled for generation using available features in the preventive maintenance module. This means a project plan can be specified to generate at a given PM interval, just like an individual procedure. This allows you to generate a predefined set of work orders with defined procedures for a specified asset, rather than just the single work order typically generated in the PM process.

Access the Project Plans module:

1. Choose between two options:

   • Click the Open button on the toolbar.

   • Click the Module menu button displayed in the List pane.

     The Module menu will display.

2. Click the Project Plans option.

   • If you accessed the Module menu from the Open button, the Project Plans list and the Project Plans Work Center Home Page will display.

   • If you accessed the Module menu from the Module Menu button, the Project Plans list will display, but the content of the Work Center will not change until you have selected a record.

   The project plans defined for your organization are listed in the Project Plans List. Click a project plan to open and view it in the Work Center.